INVESTOR TYPE Online Portfolio
Contact Offices

Liverpool Office

5 St Paul's Square
Liverpool
L3 9SJ

Tel: +44 (0) 151 243 2160

Fax: +44 (0) 151 243 2170

Our team includes 13 qualified investment professionals with an average experience of over 15 years. We combine a modern, contemporary approach to investment management with a traditional, personalised service. Our clients range from private individuals to intermediaries and charities.

With offices in London and across the UK, as well as Jersey, Dublin and a representative office in Dubai, we are able to offer easy access to our services wherever you are based.

Each of our offices has a team of expert investment managers who contribute to and utilise our core investment process, meaning that whichever office you choose to work with, you can expect the same high levels of service and investment management.

Our services include:

• Discretionary Portfolio Service
• Managed Portfolio Service
• Managed Portfolio Service on Third-party Platforms
• Multi Asset Funds
• Advice and Dealing